A Pledge by Any Other Name: Managing Pledges, Reminders, and Payments
3:30 PM - 4:30 PM CT
Speaker(s): Rebecca Weitz, Senior Managing Director, Gift Services, Wisconsin Foundation & Alumni Association
Elective Session
Pledges, commitments, intentions, plans…what you call it at your organization, many of the same questions and pain points exist. In this session we’ll explore best practices for pledge forms, reminders, payment application, and pledge management. We will discuss how to structure and route commitment forms effectively, optimize pledge reminder generation and maintenance, determine if and how to apply the many kinds of ‘sticky gifts’ to a donor’s pledge, and manage pledge aging and past-due pledge management.